Eric J. Stutzman

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US.

Draper Associates Inc. (Draper Associates) is a venture capital subsidiary of Threshold Ventures, Inc. founded in 1985 by Timothy Cook Draper. The firm is headquartered in San Mateo, California.

Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations.

Legato Capital Management LLC (Legato) is a privately held, 100% employee-owned SEC-registered investment advisor and fund of funds manager headquartered in San Francisco, California. The firm was founded by Victor Hymes and Adam Lawlor in 2004. Legato provides its manager-of-managers advisory services to institutional clients, such as public and private pension plans and charitable organizations, through separate account or private investment fund structures.

Stance, Inc. designs and manufactures socks for men, women, and kids. It offers performance, casual, artist, snow and santigold socks for men; tomboy, invisibles, boot socks and anklets for women; and everyday, artist and snow for kinds. The firm offers its products online, as well as through dealers in Brooklyn, Monrovia and San Clemente. The company was founded by Aaron Hennings, Ryan Kingman, Taylor Shupe, Richard P. Alden, Jeffrey Kearl and John Wilson in 2009 and is headquartered in San Clemente, CA.

Acuitas Investments LLC (Acuitas) is an independent registered investment advisor headquartered in Seattle, Washington. The firm was co-founded by Christopher Tessin and Dennis Jensen in 2011. Acuitas serves as the investment adviser of an open-end mutual fund, private investment funds, and separately managed accounts.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors

Part of M&F Worldwide Corp., Interchecks, Inc. is a payment startup that simplifies and enhances payments and 1099 compliance for organizations worldwide. The American company's service is trusted by banks, fintechs, enterprise and marketplace platforms, and is available through a turnkey payer portal or a simple API integration that can be white-labeled and bundled into a payer's own user experience. Founded in 2016, the privately held company offers a suite of on-demand payment options, including instant deposit, direct deposit, digital check, paper check, and more. In 1992, Interchecks was acquired by John H. Harland Co. from Bowater Industries Plc for $50 million.

Russell Mellon Analytical Services LLC provides institutional investment information services.

ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds.

Stephens Investment Management Group LLC (SIMG) is a SEC-registered investment advisor headquartered in Little Rock, Arkansas. The firm was founded in 2005 and is a wholly-owned subsidiary of Stephens Investments Holdings LLC, which is a privately held company, owned by the Warren A. Stephens Trust controlled by Warren A. Stephens. SIMG is primarily an investment adviser to institutional accounts, high net-worth individuals and to investment companies.

SolutionsIQ, Inc. provides information technology consulting and staffing services. Its services include agile transformation, enterprise innovation, software development, agile coaching, and training services. The company was founded in 1979 and is headquartered in Redmond, WA.

Medical Teams International is a non profit organization that provides health services. The firm offers medical, dental care, humanitarian aid, and holistic development programs. The company was founded by Ron Post in 1979 and is headquartered in Tigard, OR.

Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts.

Columbia Pacific Advisors LLC (Columbia) is a SEC-registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded in 2006 by Stan Baty, Dan Baty and Alex Washburn. They are controlled by and majority-owned by Columbia Pacific Advisors Holdings LP. Columbia provides discretionary investment management services and acts as the general partner or investment manager of various pooled investment vehicles. In addition, the firm provides investment advice to several high-net-worth individuals’ separately managed accounts.

Grange Capital LLC is an independent, SEC-registered investment advisor headquartered in Beaverton, Oregon. The firm was co-founded by Brent Keeton and Derek Dukart in 2004. Grange Capital provides specialized wealth and risk management advice to successful professionals, physicians, business owners, entrepreneurs, families and individuals.

CoinLab, Inc. makes digital currencies more accessible, widespread and easy for use around the globe. Its an merging umbrella group for cultivating and launching innovative bitcoin projects. The company was founded by Peter Vessenes, Mike Koss and Tihan Seale in 2011 and is headquartered in Bainbridge Islan, WA.

Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities.

IdeaTek Telcom LLC provides fiber-based broadband services. It offers fiber internet, fixed wireless internet, and home phone service. The company was founded by Daniel P. Friesen in 2015 and is headquartered in Buhler, KS.

Periscope Equity LLC (Periscope Equity) is a private equity firm founded in 2013 by Steven B. Jarmel. The firm is headquartered in Chicago, Illinois.

Pipeline Capital Partners LLC (Pipeline Capital Partners) is a venture capital firm founded in 2014 by Joel Yarmon. The firm is headquartered in Las Vegas, Nevada.

Praecipio Consulting LLC is a business process and technology consulting firm that specializes in process frameworks such as agile, IT service management, DevOps, and enterprise service management. The company is based in Austin, TX, and has subsidiaries in the United States. The company serves as a strategic partner to industry leaders and organizations of all sizes across various industries to optimize business processes by leveraging Atlassian's robust product suite along with other technologies. Praecipio Consulting is an Atlassian Platinum Enterprise Solution Partner that offers integrated business and technology solutions to help clients deliver a delightful customer experience, increase cost savings, and improve business performance. The company was founded in 2006 by Christian Lane, and the CEO is Michael Rapp.

Voicemod SL develops an application that modulates voice in real time. The company was founded by Criado Juan Bosch, Criado Fernando Bosch and Criado Jaime Bosch and is headquartered in Valencia, Spain.

Mini Fund Global LLC (Mini Fund) is a venture capital firm founded in 2020 by Eros Resmini. The firm is headquartered in San Francisco, California.

Quilt Data, Inc. operates as a data package manager. The company was founded by Kevin Moore and Aneesh Karve and is headquartered in San Francisco, CA.

Part of Meta Platforms, Inc., Camouflaj LLC is a game development studio based in Bellevue, WA. Ryan Payton will continue as the Camouflaj studio head and will direct their next unannounced title. The company's latest release is Marvel's Iron Man VR for Meta Quest 2. The company was founded in 2011 by Ryan Payton and is known for creating high-quality, meaningful games. On October 11, 2022, Camouflaj was acquired by Oculus Studios LLC, which is a part of Meta Platforms, Inc. The acquisition will allow Camouflaj to fully commit to their long-term VR ambitions and align their values with the larger organization.

Makers Investment Advisor (Hong Kong) Ltd (Makers Investment) is a venture capital firm founded in 2017. The firm is headquartered in Hong Kong.